Filed July 27, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,605 | $63,764+222.4% | $81,930+151.0% | $79,858+157.5% |
| Participation rate | 98.8% | 67.5%+31.2pp | 72.0%+26.8pp | 69.6%+29.1pp |
| Annual return | 13.93% | 22.66%-8.7pp | 29.49%-15.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $10,567 | $1,795+488.6% | $4,310+145.2% | $2,471+327.7% |
| Participant deferral / active EE | $9,792 | $2,780+252.2% | $7,107+37.8% | $3,740+161.8% |
| Admin fee / account holder | $6,910 | $4,426+56.1% | $5,158+34.0% | $5,306+30.2% |